Robert Sandberg has worked in the financial services industry since 1997. He has a master’s degree in financial planning, and has received his CERTIFIED FINANCIAL PLANNER™ certification.
He has obtained his general securities registration (series 7), his investment adviser representative registration (series 65), his state uniform securities agent registration (series 63), his life, health, and disability insurance license, his ChFEBC SM designation, his CFP® certification, his BA degree in Economics from Brigham Young University, and his MS degree in Financial Planning from the College for Financial Planning in Greenwood Village, Colorado.
Mr. Sandberg believes that everyone can benefit from devoting time to the regular maintenance of their personal financial matters. As a financial advisor he has dedicated himself to mastering all aspects of wealth management, and helping clients work towards their financial goals. He works closely with attorneys, CPAs, and other professionals to help clients find the financial planning, retirement, estate, tax, business, insurance, and investment solutions they need to realize their vision of financial independence.
Mr. Sandberg can help you organize your financial life, make critical investment decisions, and reduce the stresses that financial matters can cause.